THE PURE PROPERTY PODCAST: How economic headwinds reshape opportunities for investors
Glossop outlines how unexpected inflation data has prompted the Reserve Bank of Australia to reconsider its rate path, fuelling speculation about future interest rate movements.
The hosts note a divide among major banks: some forecast stability, while Westpac anticipates further hikes, adding to market uncertainty.
Drawing on insights from Chris Joye of Coolabah Capital, the episode highlights how shifting economic data has challenged earlier forecasts and reinforced the need for investors to remain adaptable.
The conversation also examines debates about persistent inflation, including criticisms that government spending and subsidies contribute to it.
Glossop stresses that investors should focus on fundamentals and adopt disciplined strategies to navigate these headwinds.
Potential policy changes, such as adjustments to the capital gains tax (CGT) discount, are flagged as risks that could dampen market liquidity by encouraging investors to hold properties longer.
Despite these pressures, strong housing demand, structural undersupply, and strategic planning continue to support long-term opportunities for property investors.